well 2 Strategic Business Advisers Our for-purpose clients call on us if their goals are to: 1. Grow or diversify their income 2. Save money 3. Do better at what they do
well 3 Today’s presentation ü Mapping your customer journey ü The right business focus for your organisation to support that journey ü Clues for balancing your profit and purpose
well 12 Customer Journeys • Framework for marketing strategy and service design • An easy way to visualise the purchasing and delivery of intangible services
well 19 Operational Excellence • Mass marketing advertising on TV, radio etc • Tele-marketing • National trade shows Customer Intimate • Relationship marketing • Local events and referral networks • Local media • Regular direct contact
well 25 Operational Excellence • One size fits all • Quotes that suggest you are cheaper • Speed to respond using sales automation tools (templates and pre-defined sales paths) • Chat tools to handle enquiries Customer Intimate • Tailoring solutions and understanding needs • Reference checks • Open days • Community events
well 28 Home Care 1. Establish Package components. 2. Sign Agreements to become a Customer. 3. Onboarding into Operations Toyota Corolla 1. Establish final Package components. 2. Sign Agreements to become an owner. 3. Onboarding Customer onto Service and Support systems.
well 31 Service Stage Objective: Retain customer and offer additional services. Customer View: Achieve my goals. Expectations of past service levels to continue.
well 32 Engage with Customers to build a strong relationship § Identify needs and promote other services § Gather Customer success stories § Provide self-service tools
well 34 Operational Excellence • Optimised rosters • Low cost back office • Front line staff have less autonomy Customer Intimate • Relationship is your focus • Identifying unmet needs • Empowered front line staff
well 35 In serving your customers: • What do you do really well? • What things are you most proud of? • What would you change to give a better Customer experience?
well 38 Operational Excellence • Automated online survey • Net Promoter scores Customer Intimate • References and success stories are critical • Personal acknowledgements
well 39 Our journey with you I respond to a campaign you’ve run. I enquire about your services. How do I sign up? I want to buy more from you. Dad is still feeling lonely and isolated?
well 44 We are Purpose Driven No Profit No Purpose Ensure your financial sustainability and facilitate innovation. From Volume to Value Optimise your customer relationships. People Driven Change Empower your people to drive their own change. Technology Enablement Maximise your technology investments.
well 45 Questions? Bruce Mullan The Purpose Driven Group e: [email protected] t: 1300 69 70 40 Linked In: www.linkedin.com/in/brucempurposedriven The Purpose Driven Group is a customer intimate business. We guide for-purpose organisations through the most profound change you can make - figure out what type of business you are.
well 46 The Purpose Driven Group Use of this Document This document is intended to inform and educate. It provides general advice only. An organisation or service provider’s particular circumstances or needs have not been taken into account. This document is prepared for Better Boards use only and should not be relied upon nor used by anyone else. While all care has been taken in the preparation of this document, The Purpose Driven Group accepts no liability for errors or omissions. The information is current as of August 2018 and is subject to change.